William Montgomery Cerf | williammontgomerycerf.com

William Montgomery “Monty” Cerf is a wealth management professional with over 35 years of experience in the financial sector. Monty Cerf believes that his foundational education has played a vital role in the development of his acumen, and he holds a bachelor’s degree in government from Cornell University, a Master’s in Politics from the London School of Economics and Political Science (LSE) and an MBA in Finance from Yale School of Management.

Monty has spent 21 years in investment and merchant banking and worked within several capacities in the financial field. Over the course of his career, William Montgomery Cerf has served as a Senior Managing Director, Managing Partner, and Managing Director for acclaimed firms such as JP Morgan, Bear Stearns, Inc., OCJ Capital LLC, and Barclays. Mr. Cerf also held an advisory role on the Investment Committee for the State of New Jersey Investment Council, where he was responsible for overseeing the council’s $85B pension portfolio.

Currently, Monty serves as the Managing Director and a Portfolio Manager at UBS. In this role, Monty Cerf is responsible for overseeing Montclair Investment Partners, a UBS Private Wealth Management team that delivers insight and comprehensive, effective solutions that empower high net worth individuals, foundations, endowments, and family offices to navigate areas such as planning, investments, wealth transfer, risk, and tax management challenges. Mr. Cerf and his team help clients mitigate risk and optimize returns by leveraging comprehensive investment and planning tools, such as tax planning strategies and the efficient facilitation of asset transfers.

As a wealth management professional, William Montgomery Cerf enjoys sharing his insights with others who are just beginning their career journeys. Monty is extremely active in volunteering at collegiate institutions and contributes his time and expertise as a member of the Board of Advisors and an adjunct professor of international finance at Montclair State University, School of Business. Mr. Cerf is also a member of the Advisory Board at Yale School of Management, International Center for Finance and Cornell Outdoor Education and has experience as a volunteer for the Peace Corps in Africa. A proponent of sharing what he has learned with the next generation of professionals, Monty Cerf also enjoys giving back as a mentor who works to help students build essential skills, make connections, and forge success within their respective fields.

Colleagues of William Montgomery Cerf speak to how Monty is a professional who is incredibly knowledgeable of his field, holding a firm understanding of the needs of clients and tailoring dynamically managed solutions over large periods of time. Monty Cerf is recognized for his keen ability to help mitigate risks and optimize returns utilizing innovative wealth management strategies. Clients maintain that Monty’s person-first approach to business, empathy, and strategic planning are assets that set him apart from others in his space. Monty Cerf is well-known as a professional who cares about the financial well being and stability of his clients and shares insights that empower others to control their own financial futures.

In recognition of Mr. Cerf’s contributions to the wealth management industry, he has been ranked by Forbes as a top advisor in New York State in 2019, 2020, 2022, and 2023. Monty’s team has also been recognized by Forbes as a Best-in-State Wealth Management Team in 2023. Monty Cerf is notably one of only a select few Private Wealth Advisors to earn the designation of Family Office Consultant (FOC). This means that he has undergone extensive training to further his knowledge and proficiency in wealth management to assist with the business, legacy, investment, and philanthropic needs of high-worth clientele and their families. Monty utilizes what he has learned through his training to assist with processes such as strategic planning, tax and estate planning, and more.

Monty and his wife of over 35 years are empty-nesters who have three children. In his free time, he enjoys activities such as reading, traveling, playing tennis, and white water canoeing.

William Montgomery Cerf’s Areas of Expertise

William Montgomery Cerf recognizes that the skills that he has developed over the course of his career have contributed greatly to his acumen and ability to produce results for organizations. Below are a few of Monty Cerf’s notable skills.

Wealth Management
Mentorship
Business Development
Investment Management
Asset Management
Client Relations
Custom Portfolios
Portfolio Management
Strategic Financial Planning
Research
Analysis
Retirement Planning
General Management
Lending Services
Philanthropy
Estate Planning
Family Offices

In addition to these skills, Monty is consistently working to further develop his acumen to develop strategies empowering his clients to reach their financial goals.

Registered States:

William Montgomery Cerf is currently registered in the following US states:

More from William Montgomery Cerf

There are many people who are interested in learning more about William Montgomery’s areas of expertise such as wealth management, business development, and mentorship.

Mr. Cerf understands that his long history in the financial sector, contributions through mentorship and academia, and his continued interest in staying up to date on his field’s developments place him in a unique position to share insights that are invaluable to those who would like to further their understanding of key processes, best practices, and strategies.

This site, therefore, is aiming towards helping make information on these topics and associated concepts more accessible for others.

Future posts featured on this website will include insights on areas such as:

Wealth Management
Professional Development
Personal Development
Business Development
Mentorship
Financial Sector News